Investment Strategist (Wealth Management) Job at Social Capital Resources, New York, NY

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  • Social Capital Resources
  • New York, NY

Job Description

Top-Tier Wealth Management firm in Midtown, Manhattan is seeking a Wealth Strategist to join their team!

Responsibilities:

  • Lead the investment process for the team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models, and tactical asset allocation recommendations.
  • Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers, and articles
  • Presenting regularly to existing clients and prospects
  • Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
  • Driving process and provide investment expertise to build optimal portfolios

Qualifications:

  • Bachelor's Degree
  • CFA is a plus
  • Series 7 is a must
  • 10+ years of experience constructing portfolios on behalf of HNW clients or institutions
  • Comprehensive understanding of asset allocation, portfolio construction and manager selection
  • Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals
  • Keen understanding of the global macro environment, the global economy, and other factors that impact the success of investment management strategies
  • Superior analytical and problem-solving skills
  • Effective verbal and written communication skills

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